If a client is archived in Xero Practice Manager, that client is marked as archived in FYI.
Any emails or documents for that client will still remain under its name. To display archived clients, from the Clients workspace, click the Archived button to enable this. Refer to Archived Clients.
If you need to file any documents under an archived client this can be done. Refer to Saving documents to Archived Clients.
To restore an archived client, this can be done through XPM.
- Go to the Clients tab.
- Click on Archived from the drop-down menu.
- Enter the name of the client you would like to restore and search.
- Once you're in client's page, click on the Options button at the right side and select Restore.